Unclaimed Profile

Ian (nmn) Copeland

ULTRA CAPITAL, LLC·SAN FRANCISCO, California

Clean recordULTRA CAPITAL, LLC

473 JACKSON STREET, SAN FRANCISCO, CA 94111CRD# 6649004Firm CRD# 281117

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ian (nmn) Copeland · SAN FRANCISCO, CA

Registration

CRD #6649004 · ULTRA CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Ian (nmn) Copeland is a registered financial advisor based in SAN FRANCISCO, California, affiliated with ULTRA CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ULTRA CAPITAL, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at ULTRA CAPITAL, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6649004

Firm CRD# 281117

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ian (nmn) Copeland offer?

Ian (nmn) Copeland specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Ian (nmn) Copeland's credentials?

Ian (nmn) Copeland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ian (nmn) Copeland located?

Ian (nmn) Copeland is based in SAN FRANCISCO, California, working with ULTRA CAPITAL, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Ian (nmn) Copeland charge for services?

Ian (nmn) Copeland's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ULTRA CAPITAL, LLC?

ULTRA CAPITAL, LLC has approximately 20 employees. The firm is registered with the SEC as an investment adviser.

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